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Cavalier Investments’s Digital Realty Trust DLR Stock Holding History

Cavalier Investments’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,700
Closed -$1.78M – 154
2017
Q2 		$1.78M Hold
16,700
– – 0.99% 17
2017
Q1 		$1.78M Buy
16,700
+1,200
+8% +$126K 1% 17
2016
Q4 		$1.52M Sell
15,500
-5,200
-25% -$483K 0.98% 11
2016
Q3 		$2.01M Buy
20,700
+11,500
+125% +$1.17M 1.22% 12
2016
Q2 		$1M Buy
+9,200
New +$873K 0.59% 34

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cavalier Investments's DLR Position: Q3 2017 in Review

Cavalier Investments sold out of Digital Realty Trust (DLR) in Q3 2017, closing a stake of 16,700 shares — an estimated $1.78M sold.

Cavalier Investments first reported a position in DLR in Q2 2016 and held it in 5 quarters. The position peaked at $2.01M in Q3 2016. 638 funds tracked by Wall St. Rank hold DLR as of Q3 2017.

  • Cavalier Investments reported no remaining Digital Realty Trust position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 16,700 Digital Realty Trust shares in Q3 2017, an estimated $1.78M.
  • Cavalier Investments first reported a position in Digital Realty Trust in Q2 2016 and held it in 5 quarters.
  • Cavalier Investments's Digital Realty Trust position peaked at $2.01M in Q3 2016.
  • 638 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.